Coastal Bridge Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$815K Buy
7,406
+353
+5% +$38.9K 0.07% 223
2025
Q1
$655K Buy
+7,053
New +$655K 0.16% 138